Safe Harbor Statement
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1 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 1
2 Oracle Transportation Management 6.4.x Rate Maintenance Overview Program Agenda Overview of Rate Maintenance Sample Use Case Configuration 4 2
3 How do I get Rates into OTM? Manual entry via User Interface Table-by-table CSV load OTM Sourcing Rate Maintenance Tool 5 Strong Points of Each Method Manual UI Entry CSV Load OTM Sourcing Rate Maintenance Business Users Edit Mass Records Supports All Modes Quick Setup Evaluate Bids Approval Process 6 3
4 Why do I need a Rate Maintenance tool? One rate could contain: Main Table Name Attributes Rate Offering 214 Rate Record (Rate Geo) 110 Rate Cost (Rate Geo Cost) 125 Accessorial Cost 114 Total 563 different attributes! Plus references to dependent tables: Lane, Rate Version, etc. Plus multiples of above: Rate Records, Rate Costs, Accessorial Costs, etc. 7 Licensing and Navigation Rate Maintenance requires a license for OTM Sourcing The menu guides you through a typical workflow 8 4
5 Rate Maintenance Process Flow OTM: Define structure of desired rates New Rates OTM: Generate Spreadsheet Spreadsheet: Populate/Edit Rate Data OTM: Upload Spreadsheet OTM: Review & Approve OTM: Make Rates Operational Existing Rates OTM: Select Existing Rate Offerings and Rate Records Manage Rate Load Definition Download Rates Upload Rates Approval Summary 9 Sample Use Case 5
6 Process Flow - Select Rate Load Definition 11 Process Flow - Download Spreadsheet 12 6
7 Process Flow - Download Spreadsheet 13 Process Flow - Edit Spreadsheet 14 7
8 Process Flow - Edit Spreadsheet 15 Process Flow - Edit Spreadsheet As downloaded After editing 16 8
9 Process Flow - Edit Spreadsheet 17 Process Flow - Upload Spreadsheet 18 9
10 Process Flow - Upload Spreadsheet 19 Process Flow - Upload Spreadsheet 20 10
11 Process Flow - Upload Spreadsheet 21 Process Flow - Upload Spreadsheet Failed Rates 22 11
12 Process Flow - Approve Rates 23 Process Flow - Approve Rates 24 12
13 Process Flow - Approve Rates Limitations Rate conditions are not supported 1,000 user interface record limit No control over order of rate costs, refnums, etc. in download & upload No validation of required fields in RLD Unable to add new RRs to existing RO Cannot manage by rate costs alone Cannot create more than one involved party or notify other than
14 6.4.1 Limitations Rate conditions are not supported 1,000 user interface record limit No control over order of rate costs, refnums, etc. in download & upload No validation of required fields in RLD Unable to add new RRs to existing RO Cannot manage by rate costs alone Cannot create more than one involved party or notify other than Limitations Rate conditions are not supported 1,000 user interface record limit No control over order of rate costs, refnums, etc. in download & upload No validation of required fields in RLD Unable to add new RRs to existing RO Cannot manage by rate costs alone Cannot create more than one involved party or notify other than
15 Configuration 29 Setup Flow Create Template Rate 30 15
16 Setup Flow Create Rate Load Definition 31 Setup Flow Create Rate Load Definition 32 16
17 Setup Flow Create Rate Load Definition 33 Setup Flow Create Rate Load Definition 34 17
18 18
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